Wealthness LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wealthness serves business‑owning families as well as individuals, trusts, nonprofit organizations, and business entities, offering integrated wealth management, comprehensive financial planning, asset management, held‑away investment consulting, and retirement plan consulting. The firm provides a structured strategic engagement called the Freedom Blueprint and ongoing Chief Wealth Officer advisory services intended to align business and personal wealth with clients’ life and succession goals.
The firm’s process integrates business and personal financial planning into a single roadmap and, when engaged, continues with ongoing strategic oversight that coordinates with clients’ attorneys, accountants, and other advisors. Investment services include discretionary and non‑discretionary portfolio management, advice on held‑away accounts (including use of third‑party connectivity tools when requested), and a multi‑step comprehensive planning process with periodic reviews.
Notably, Wealthness offers retirement plan consulting in a 3(21) ERISA capacity and conducts participant education and group enrollment workshops for plan sponsors, offerings that are less common among independent peers. The firm also emphasizes cross‑disciplinary coordination of business wealth issues (enterprise value, executive compensation, succession) and uses administrative technology — including general‑purpose AI writing tools for non‑investment tasks — to support its operating workflow.
Client services
Expertise
Occupation focus
Fee options
Fixed fees starting at $6,000 annually for comprehensive financial planning, $35,000 for the Freedom Blueprint, and $25,000 quarterly for Chief Wealth Officer services
1.00% annually
Fee-only: Fixed fees starting at $6,000 annually for comprehensive financial planning, $35,000 for the Freedom Blueprint, and $25,000 quarterly for Chief Wealth Officer services
Main office
906 Main Street
Boonton NJ 07005
Advisors at this office
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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